See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE ADVISORS, LLC. Service code 49 · EIN 13-4071393 | Other Services | $64,994 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,360 |
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $1,701 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,013 | $48,698+19.1% | $93,606-38.0% | $199,593-70.9% |
| Participation rate | 29.9% | 63.5%-33.6pp | 68.7%-38.8pp | 72.0%-42.0pp |
| Annual return | 14.20% | 15.34%-1.1pp | 133.20%-119.0pp | 34.25%-20.0pp |
| Employer contribution / active EE | $830 | $1,135-26.9% | $2,420-65.7% | $3,034-72.7% |
| Participant deferral / active EE | $1,692 | $2,817-39.9% | $4,411-61.6% | $5,087-66.7% |
| Admin fee / account holder | $64 | $195-66.9% | $8,285-99.2% | $269-76.0% |